SUNBX Mutual Fund (Spectrum Unconstrained Fund Investor Class) is managed by Advisors Preferred with $6.0M in net assets. SUNBX expense ratio is 3.46%, holding 22 positions across sectors including Unknown, Financials, Other. Inception date: 2021-04-16.

SUNBX performance shows a YTD return of 0.30%. The 1-year return is 3.78% and the 5-year return is 2.86%. SUNBX dividend yield stands at 2.83%, paid quarterly.

SUNBX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (12.1%), First American Government Obligations Fund (12.1%), Aqr-L/S Eqty-R6 (9.6%), Ambassador (9.0%), Aqr Eqt Mkt Ntrl Fd (9.0%). View all SUNBX holdings, sector breakdown, or dividend history.

SUNBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SUNBX alternatives are available via the screener, along with tax-loss harvesting opportunities.